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Morgan Stanley shares owned by Souders Financial Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Souders Financial Advisors from 13F filings

Historical chart of Souders Financial Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Souders Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 5.9k 177.54
2025-09-30 $833k 5.2k 158.97
2025-06-30 $666k 4.7k 140.87
2025-03-31 $469k 4.0k 116.68
2024-12-31 $314k 2.5k 125.72

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
T Rowe Price Etf Cap Appreciation (TCAF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Value Etf (VTV)
Procter & Gamble Company (PG)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Souders Financial Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley